Lead Strategy & Planning Consultant- Home Lending WIM/Affluent Initiatives

at  Wells Fargo

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Required Qualifications:

• 5+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

• Understanding needs and expectations of affluent and high-net-worth customers and the individuals that serve these customers.
• Experience developing and executing strategies for affluent and high-net-worth customer segments for leading financial services firms (e.g., relationship pricing, differentiated products)
• Knowledge and understanding of Home Lending, WIM, CSBB business.
• Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing processes.
• Experience leading efforts with multiple stakeholder groups
• Ability to manage complex data and reporting projects requiring coordination of resources at different levels both internally and externally

Wells Fargo is seeking a Lead Strategy & Planning Consultant for the Home Lending Strategy (Customer Segments, Bank and WIM partnership) organization. This team develops strategies and executes on initiatives to grow and enhance the experience of Home Lending’s target customer segments. The team also partners with Consumer, Small, and Business Banking (CSBB) and Wealth & Investment Management (WIM) to enhance collaboration between front line teams and better serve Wells Fargo customers. Learn more about the careers area on business divisions at www.wellsfargojobs.com

In this role, you will:

• Support Home Lending’s strategic priority of focusing on WIM / Affluent customers.
• Provide new perspectives and concepts that enhance and differentiate how we serve WIM / Affluent customers.
• Develop and oversee key initiatives for WIM / Affluent customers and manage performance and growth.
• Independently own deliverable development (from planning to socialization) for senior management
• Collaborate with and influence all levels of professionals, including Home Lending leadership, WIM / CSBB leadership, and Risk & Control partners.
• Contribute creative strategic thinking and lead cross-functional teams (e.g., analytics, finance, business) to define and execute on key business initiatives.
• Use a fact-based approach to solve problems.
• Manage internal messaging to business leadership and governance forums.

Required Qualifications:

• 5+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Understanding needs and expectations of affluent and high-net-worth customers and the individuals that serve these customers.
• Experience developing and executing strategies for affluent and high-net-worth customer segments for leading financial services firms (e.g., relationship pricing, differentiated products)
• Knowledge and understanding of Home Lending, WIM, CSBB business.
• Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing processes.
• Experience leading efforts with multiple stakeholder groups
• Ability to manage complex data and reporting projects requiring coordination of resources at different levels both internally and externally.

Job Expectations:

• This position is not eligible for Visa sponsorship.
• This position requires compliance with all mortgage regulatory requirements and Wells Fargo’s compliance policies related to these requirements. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents.
• This position offers a hybrid work schedule.

Posting Locations:

• 1525 WT Harris Blvd, Charlotte, NC
• 550 S. Tyron St, Charlotte, NC
• 800 S. Jordan Creek Pkwy, Des Moines, IA
• 1150 W. Washington ST, Tempe, AZ
• 2850 S. Price Rd, Building E, Chandler, AZ
• 11601 N. Black Canyon Hwy, Phoenix. AZ
• 550 S 4th St, Minneapolis, MN
• 1801 Park View Dr, Minneapolis, MN
• 250 E John Carpenter Fwy, Irving, TX
• 1445 Ross Ave, Dallas, TX
• 4102 Wiseman Blvd, San Antonio, TX
• 500 W 33rd St, New York, NY
• 190 River Rd, Summit, NJ
• 2200 Concord Pike, Wilmington, DE

Preferred location(s) listed above. Other locations within the Wells Fargo footprint may be considered. Relocation assistance is not available for this position.

Pay Range:

• NYC: $133,300 to $237,1000
• Summit, NJ $$133,300 to $237,1000
• Wilmington, DE $122,200 to $217,200
• Other locations: $111,100 to $197,500

Job Posting may come down early due to volume of applicants : 5/12/2024